VinsonCap Wealth Advisors LLC

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Client assets under management

$5,675,814

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,837,907

About

VinsonCap provides ongoing portfolio management and investment planning to high‑net‑worth individuals, family offices, and business entities, creating an Investment Policy Statement tailored to each client. The firm’s stated investable universe includes mutual funds, ETFs, equities, fixed‑income instruments, real estate funds and private placements, and it reports no account minimum.

The firm follows a customized, long‑term approach that emphasizes diversification, rebalancing, and tax‑aware implementation, relying primarily on fundamental research and model allocations to construct portfolios. VinsonCap seeks discretionary trading authority, documents client risk tolerance in the IPS, and conducts at least quarterly reviews of client accounts.

Distinctive features include acting as sponsor/general partner/managing member of a private fund (VinsonCap Opportunities Master Fund), a relationship the firm discloses it does not plan to recommend to its advisory clients. The brochure also highlights a focus on non‑U.S. investments and international custodial relationships (including additions of RBC Dominion Securities Global Limited and UBS Financial Services), and discloses that the firm does not aggregate trades for multiple client accounts, which can affect trade execution relative to many peers.

Client services

Portfolio management

Expertise

Real estate investing Tax-loss harvesting

Occupation focus

Founder/Business Owner

Fee options

Percentage

1.50% annually

Main office location

VinsonCap Wealth Advisors LLC

New York NY, United States

Number of offices

Most active in

Connecticut · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

917-355-6999

Advisors at this firm

Shalabh M

Series 63, Series 65

New York, NY

VinsonCap Wealth Advisors LLC

Shalabh Mehrish is a financial advisor at VinsonCap Wealth Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Hudson Advisors/Lone Star Funds for twelve years. Mehrish is also a member of VinsonCap LLC, serving as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors provides portfolio management and advisory services to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach emphasizing diversification, consistency, and tax considerations.

Real estate investing Tax-loss harvesting Founder/Business Owner

Syed H

Series 63, Series 65

New York, NY

VinsonCap Wealth Advisors LLC

Syed Haider is a financial advisor at VinsonCap Wealth Advisors LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been associated with VinsonCap entities since 2015 and serves as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors LLC provides portfolio management and advisory services primarily to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach focused on diversification, consistency, and tax considerations, offering a range of investment options including mutual funds, individual equities, fixed-income instruments, and non-U.S. securities.

Real estate investing Tax-loss harvesting Founder/Business Owner

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